Original filing (PDF)20250722104908NAL0002963728001

DR. CARL NICOLEAU

Name: DR. CARL NICOLEAU — DR. CARL NICOLEAU 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DR. CARL NICOLEAU

Form 5500-SF

FILING_RECEIVED

DR. CARL NICOLEAU 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. CARL NICOLEAU.

Plan sponsor

Name

DR. CARL NICOLEAU

EIN

13-4199706

Address

28 WINCHESTER DRIVE · MUTTONTOWN, NY · 11545

Phone

(917) 794-7029

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

FLOW DESIGN INCORPORATED

$8K · 18 participants

MCFARLAND AESTHETICS ENHANCEMENTS

ASHLEY MCFARLAND AESTHETICS 401(K) PLAN

$8K · 8 participants

PINNACLE URGENT CARE

PINNACLE URGENT CARE 401(K) PLAN

$8K · 15 participants

MAGIC TOUCH DENTAL PLLC

MAGIC TOUCH DENTAL PLLC 401(K) PROFIT SHARING PLAN

$8K · 2 participants

SWEET CHEEKS CHILD CARE

SWEET CHEEKS CHILD CARE 401(K) PLAN

$8K · 20 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.